See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,562 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,666 | $84,487-29.4% | $125,339-52.4% | $66,914-10.8% |
| Participation rate | 84.7% | 76.4%+8.2pp | 82.4%+2.3pp | 69.8%+14.9pp |
| Annual return | -16.33% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,904 | $3,553+9.9% | $4,814-18.9% | $2,544+53.4% |
| Participant deferral / active EE | $8,137 | $6,781+20.0% | $7,446+9.3% | $4,237+92.1% |
| Admin fee / account holder | $25 | $685-96.3% | $10,010-99.7% | $593-95.7% |